Wealthy & Wise Family Office
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Fixed Income (Debt and Bonds)
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, South Korea, Hawaii
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Media
- Retail
- Education
- Agriculture
- Transportation
- Hospitality
- Pharmaceuticals
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2003
Wealthy & Wise Family Office is a private and independent multi-family office headquartered in Columbia, Maryland, USA, with additional offices in Seoul, South Korea, and Honolulu, Hawaii. As the first of its kind in Korea, it offers a wide range of wealth management services, including financial planning, investment strategy, tax management, retirement planning, and venture capital investment management. The firm serves high-net-worth families with diverse global interests, aiming to preserve and grow their wealth across generations.
The firm's investment approach is diversified, focusing on private equity, venture capital, real estate, and fixed income assets. It engages in investments at various stages, from pre-seed to buyout, and operates across multiple industries such as technology, healthcare, financial services, and consumer goods. Wealthy & Wise Family Office emphasizes a long-term, value-oriented investment strategy, seeking to provide sustainable growth and stability for its clients.
With a commitment to personalized service, the firm tailors its offerings to meet the unique needs of each family, ensuring that their financial goals and values are effectively addressed. By leveraging its international presence and expertise, Wealthy & Wise Family Office strives to be a trusted partner in managing and enhancing the financial well-being of its clients, fostering enduring legacies for future generations.
Requirements
- High-net-worth families
- Global investment interests
- Diverse asset portfolios
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- ABC Technologies
- XYZ Healthcare
- Global Financial Services
- Sunrise Real Estate
- PQR Ventures
- LMN Manufacturing
- DEF Energy
- GHI Media
- JKL Telecommunications
- MNO Transportation
- STU Education
- VWX Retail
- YZA Pharmaceuticals
- BCD Hospitality
- EFG Agriculture
- HIJ Consumer Goods
- KLM Retail
- NOP Manufacturing
- QRS Technology
- TUV Healthcare
Mentioned In
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$49.95
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$9.95
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$99.00
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$14.95
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$39.95
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$24.95
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$19.95
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$24.95
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$299.00
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